Steven Delgado-Oramas, financial advisor Miami FL

Steven Delgado-Oramas

CRD Number: 6913686
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Steven Delgado-Oramas (CRD# 6913686) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miami, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hialeah Gardens, FL Nov 2021 - Current < 1
Bank Of America N.a. Hialeah Gardens, FL Nov 2021 - Current < 1
Wells Fargo Clearing Services, LLC Miami, FL Feb 2018 - Oct 2021 3
Wells Fargo Bank, Na Miami, FL Oct 2014 - Oct 2021 7
Florida International University Miami, FL Aug 2017 - Apr 2019 1
Tallahassee Community College Tallahassee, FL Aug 2014 - Apr 2017 2
Univision Communications Miami, FL Jun 2013 - Jun 2014 1
Florida International University Miami, FL Jun 2013 - May 2014 < 1
Miami Coral Park Senior High School Miami, FL Aug 2009 - Jun 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2018
S66 NASAA Uniform Combined State Law Examination Jan 2022
Contact Info for Steven A. Delgado-Oramas
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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